Core Viewpoint - Cement stocks have shown significant gains, indicating a positive market sentiment towards the sector [1] Group 1: Stock Performance - China National Building Material (03323.HK) increased by 6.84%, reaching HKD 6.09 [1] - Anhui Conch Cement (00914.HK) rose by 4.21%, trading at HKD 25.26 [1] - Huaxin Cement (06655.HK) saw a 3.66% increase, priced at HKD 17.26 [1] - China Resources Cement Technology (01313.HK) gained 3.3%, with a price of HKD 1.86 [1] - Western Cement (02233.HK) experienced a 2.47% rise, now at HKD 3.32 [1]

Group 1 - The core viewpoint of the news is the significant rise in Hong Kong's building materials and cement stocks, with China National Building Material Corporation (CNBM) reaching a new high since April 2023, driven by improved profit forecasts and cost reductions in cement and concrete sales [1] - CNBM expects a net profit of 2.95 billion yuan for the first three quarters, marking a turnaround from losses, primarily due to decreased sales costs and increased profits from joint ventures [1] - The cement industry is experiencing a traditional off-season in Q3, with expectations of fluctuating cement prices in 2025, while companies like Huaxin Cement and Western Cement continue to expand production capacity [1] Group 2 - Statistics from the China Cement Network indicate that there are currently over 100 announced projects for capacity replacement, adding a total of 34.97 million tons, while 55.82 million tons have been withdrawn, resulting in a net reduction of 20.85 million tons [1] - The net reduction in production capacity is significantly lower than the decline in demand, leading to an exacerbated supply-demand imbalance and indicating poor policy effectiveness [1] - The stock performance of major companies includes CNBM rising by 6.67%, Huaxin Cement by 4.62%, and Conch Cement by 3.63%, reflecting positive market sentiment [2]

Group 1 - Cement stocks have shown significant gains, with China National Building Material (03323) up 6.84% to HKD 6.09, Anhui Conch Cement (00914) up 4.21% to HKD 25.26, and Huaxin Cement (06655) up 3.66% to HKD 17.26 [1] - Recent reports indicate a decline in cement prices across various regions in China, with weak demand in Northeast China and price increases in Northwest regions stabilizing after initial hikes [1] - The cement market in East China saw price increases of 20-30 CNY/ton before the holiday, but most prices have returned to pre-increase levels [1] Group 2 - In September, the national average cement price was 338 CNY/ton, with a slight increase of 2 CNY/ton month-on-month, and the gross profit per ton for cement companies was 58 CNY/ton, up 3 CNY/ton [2] - The cement sector reported revenues of 118.1 billion CNY in H1 2025, a year-on-year decrease of 7.7%, but net profit attributable to shareholders increased by 1487% to 5.2 billion CNY [2] - The industry is expected to see gradual improvement in the second half of the year due to a combination of supply-side production restrictions and demand-side infrastructure support [2]

Group 1 - Cement stocks have shown significant gains, with China National Building Material rising 6.84% to HKD 6.09, Anhui Conch Cement up 4.21% to HKD 25.26, and Huaxin Cement increasing by 3.66% to HKD 17.26 [1] - Recent reports indicate a decline in cement prices across various regions in China, with weak demand in Northeast China and price increases in Northwest regions stabilizing after initial hikes [1] - The cement market in East China saw price increases of 20-30 CNY/ton before the holiday, but most prices have returned to pre-increase levels [1] Group 2 - In September, the national average cement price was 338 CNY/ton, with a month-on-month increase of 2 CNY/ton, and the gross profit per ton for cement companies was 58 CNY, reflecting a month-on-month increase of 3 CNY [2] - The cement sector reported revenues of 118.1 billion CNY in H1 2025, a year-on-year decrease of 7.7%, but net profit attributable to shareholders increased by 1487% to 5.2 billion CNY [2] - The industry is expected to see gradual improvement in the second half of the year due to a combination of supply-side production controls and demand-side infrastructure support [2]

截至发稿，中国建材(033323.HK)涨7.02%、海螺水泥(00914.HK)涨3.88%、华新水泥(06655.HK)涨 3.42%。 ...

格隆汇10月15日｜港股建材水泥股集体拉升走高，其中，中国建材涨7%创2023年4月以来新高，华新水 泥涨4.6%，海螺水泥、金隅集团涨3.5%，华润建材水泥涨3.3%，亚洲水泥、西部水泥涨2%。 据中国水泥网水泥大数据研究院统计，截至当前，补产能公示项目仅100余例，累计补充产能3496.9万 吨，退出5582万吨，净减2085.1万吨，净减产能数量远少于需求下滑数量，供需矛盾放大，政策效果较 差。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 03323 | 中国建材 | 6.080 | 6.67% | | 06652 | 华新水泥 | 17.420 | 4.62% | | 00914 | 海螺水泥 | 25.120 | 3.63% | | 02009 | 我偶集团 | 0.880 | 3.53% | | 01313 | 华润建材科技 | 1.860 | 3.33% | | 00743 | 亚洲水泥(中国) | 2.530 | 2.02% | | 02233 | 西部水泥 | 3.300 | 1.85% | 消息上，中国建材预计前三季 ...

智通财经APP获悉，中国建材(03323)涨超4%，截至发稿，涨4.56%，报5.96港元，成交额2171.87万港 元。 消息面上，中国建材发盈喜，预期集团截至2025年9月30日止九个月未经审核的权益持有人应占利润约 为人民币29.50亿元，而去年同期权益持有人应占亏损约为人民币6.84亿元。上述预期增加主要由于集团 主要产品水泥和商品混凝土的销售成本下降、玻璃纤维的销售价格上升和销售成本下降、风电叶片及涂 料的销量增加、应占联营公司利润上升、以及集团按公允价值于损益账确认的金融资产公允价值变动净 收入增加所致，但部分被水泥的销量下降所抵销。 （原标题：港股异动 | 中国建材(03323)涨超4% 预计前三季度扭亏为盈赚29.5亿元） ...

2025年10月 4日，发行人和主承销商在网下向专业机构投资者进行了票面利率询价。根据网下专业机构 投资者询价结果，经发行人和主承销商协商一致，最终确定本期债券品种一的票面利率为 2.10%，品种 二未实际发行。 格隆汇10月14日丨中国建材(03323.HK)公告，经中国证券监督管理委员会证监许可(2024)13号文同意注 册，中国建材股份有限公司(以下简称"发行人")获准面向专业投资者公开发行面值总额不超过人民币 200 亿元的可续期公司债券，采用分期发行方式，其中中国建材股份有限公司2025年面向专业投资者公 开发行科技创新可续期公司债券(第六期)(以下简称"本期债券")发行规模为不超过 21 亿元。本期债券分 为两个品种,品种一期限为 3+N年,品种二期限为 5+N年。本期债券引入品种间回拨选择权，回拨比例不 受限制，发行人和记管理人将根据本期债券发行申购情况，在总发行规模内由发行人和记管理人协商一 致，决定是否行使品种间回拨选择权。 ...

中国建材(03323)公布，2025年面向专业投资者公开发行科技创新可续期公司债券(第六期)品种一的票面 利率为2.10%，品种二未实际发行。 ...

智通财经APP讯，中国建材(03323)公布，2025年面向专业投资者公开发行科技创新可续期公司债券(第 六期) 品种一的票面利率为2.10%，品种二未实际发行。 ...